Your CRM already knows a lot about your clients. So why does it still rely on you to figure out what happens next?
In this webinar, Charlie Van Derven, Founder of Social Advisors, and Thomas Clawson, Co-founder of Slant, explore how AI for financial advisors is changing CRM from passive record-keeping into proactive relationship management.
You’ll learn:
• Why traditional financial advisor CRM platforms are struggling to keep pace with modern firm needs
• How AI can help advisors move from storing information to identifying what matters next
• Ways firms can reduce technology overload by consolidating disconnected workflows
• How automation can improve follow-up, client engagement, and operational efficiency
• What advisors should consider when evaluating next-generation CRM solutions
• How Slant is approaching AI-powered advisor relationship management in practice
The discussion also covers onboarding, integrations, data security, AI compliance considerations, and the broader future of advisor technology.
Whether you use Redtail, Wealthbox, Salesforce, HubSpot, or another platform, this session offers a practical look at how CRM technology is evolving and what that shift could mean for your firm.
If your team is still using multiple systems for notes, tasks, communication, follow-up, and workflow management, this conversation will help you think differently about what your CRM should be doing for you.
Learn more about Social Advisors: https://social-advisors.com/
Learn more about Slant: https://www.slant.app/
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